The InvestSMART Australian Equity Income Fund (Managed Fund) is focused on generating income without forsaking capital growth, by investing in cash rich businesses with the expectation that they will produce strong cash flows to s
upport dividends in the future.
Investors will gain exposure to a concentrated portfolio of Australian equities with a sustainable income, actively managed by the Intelligent Investor analyst team who come with a 20 year research track record.
Holdings in the Fund mirror the Intelligent Investor Equity Income Portfolio, which has an estimated income of 5.1% p.a.^ and has returned 11.6% p.a. since inception, compared to the benchmark, which returned 8.1%*.